Position in NDAQ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$571,208
-$75,059 QoQ
Shares Held
7,247
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#610
of 1,076 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 4%
Shared 2%
None 94%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $6,501,806 across 5 Financial Data & Stock Exchanges names. NDAQ ranks #4 (8.8% of the industry book) .
All Filings in NDAQ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,208 | 7,247 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $646,267 | 7,613 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $933,904 | 9,615 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $879,193 | 9,940 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $891,338 | 9,968 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $321,722 | 4,241 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $391,111 | 5,059 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $177,852 | 2,436 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||